Trump Makes Another Move: Investing in USA Rare Earth – Here's a 'Mining Stock List' for You to Keep Is Trump making another move? According to the Financial Times, the Trump administration will acquire 10% stake in $USA Rare Earth Inc.(USAR)$   as part of a $1.6 billion debt and equity investment package aimed at helping the company develop domestic rare earth mines and rare earth magnet production facilities. $USA Rare Earth(USAR.US)$ ever surged over 60% in premarket trading Jan 26. Industry insiders said that this deal, along with another $1 billion private investment, will be officially announced on Monday local time. USA Rare Earth will hold an investor conference call to explain the relevant terms. Sources said that as part of thi

Gold Tops $5,000 for First Time Ever: What's Next for Investors? $XAU/USD(XAUUSD.FOREX)$   climbed to a fresh all-time high, crossing $5,000 an ounce on Monday and extending its record-breaking run as investors seek the safety of the yellow metal amid rising geopolitical tensions and global fiscal risks. $XAG/USD(XAGUSD.FOREX)$  also rallied Monday, with spot prices jumping 4% to $108 per ounce, also benefiting from industrial demand. What's driving the surge in precious metal prices, and what's next? Geopolitical risk The precious metal's surge comes as recent flashpoints from Greenland and Venezuela to the Middle Eas

Apple Sees Strong Demand for Insurance in Case of Downturn $Apple(AAPL)$   is seeing strong demand for put options that can serve as insurance against a potential share slump in case the company's profit takes a huge hit from rising memory prices.  An active buyer paid a premium of almost $8 million for put options that give their holder the right to sell 800,000 Apple shares in the next 142 days. That strike price is more than $10 below the current stock price.  Shares have fallen 6.7% this month as investors await word from Apple executives on the impact of rising memory prices on the production cost for iPhones and iMacs when the company reports its fiscal first quarter results on Friday. 

Microsoft Earnings Preview: High CapEx Growth Should Not Scare Investors Away $Microsoft(MSFT)$   will announce its FY2026 Q2 earnings report after the market closes on January 28th.  At the time of the last earnings release, Microsoft's capital expenditures triggered market concerns, causing the stock price to fall by 2.92% despite the accelerating earnings growth. Meanwhile, Microsoft's cloud business remains a key focus for investors. Core Financial Indicators – Microsoft's revenue is expected to be USD 80.26B for FY2026Q2, up 15.26% YOY; – EPS is estimated to be USD 3.87, up 19.82% YOY. Microsoft's CapEx Rhythm Can Easily Confuse Investors Microsoft significantly slowed down its self-built data cen

Tesla Earnings Preview: Amid Expected Earnings Drop, What New Story Can Elon Musk Tell? $Tesla Motors(TSLA)$   will announce its FY2025 Q4 earnings report after the market closes on January 28th.  Tesla's Q4 revenue is likely to continue its weak trend, following the company's earlier announcement of a significant decline in Q4 car sales. As competition intensifies in the US electric vehicle market, Musk urgently needs to present a new narrative. The market penetration rate for new energy vehicles in the US is expected to be 7.8% in 2025, with Tesla holding a 46.2% market share. Market estimates for this year's penetration rate are around 8%, suggesting limited overall market growth. Considering the sc

ARK Big Ideas 2026: What Should Investors Know During the AI Great Acceleration? ARK's Big Ideas 2026 has been released as scheduled. Each year, ARK sifts through short-term noise to find signal and focus on long-term innovation platforms, identifying and contextualizing the technologies reshaping the global economy. According to ARK Invest, five major innovation platforms—AI, Public Blockchains, Robotics, Energy Storage, and Multiomics—are becoming increasingly interdependent as performance advances in one platform unlock new capabilities in another. In this “Great Acceleration” wave of technology, which companies have attracted Cathie Wood's attention? Moomoo has extracted a list of public companies that ARK is tracking across five major innovation sectors. Below are the companies mentio

NVDA Options Turn Defensive While IREN Bets Accelerate After 11% Surge Against the backdrop of a sharp selloff in Intel shares following its earnings release, price action within the compute and AI supply chain showed clear divergence. $NVIDIA(NVDA)$  , $Advanced Micro Devices(AMD)$  , $Micron Technology(MU)$   and $IREN Ltd(IREN)$   all posted gains on the day, with IREN surging more than 11%, suggesting institutions did not simply extrapolate Intel's earnings disappointm

Intel Plunges 16%. Why Nvidia, AMD and Micron Didn't Care? After  $Intel(INTC)$  reported Q4 earnings and its shares plunged 16%, the semiconductor sector did not come under broad pressure. Instead, $NVIDIA(NVDA)$   , $Advanced Micro Devices(AMD)$  , and $Micron Technology(MU)$   moved higher. The market response suggests investors saw Intel's results as a company-specific issue rather than a sign of weakening industry demand, while reinforcing the divergence in

Microsoft Just Saw a 'Death Cross' Ahead of Earnings. What That Means $Microsoft(MSFT)$   has been one of the weaker "Magnificent Seven" stocks over the past year, rising just some 5% over 12 months and trailing the $S&P 500(.SPX)$  , $Alphabet(GOOGL)$  , $NVIDIA(NVDA)$   and $Apple(AAPL)$   during that period. Let's see what its chart and fundamentals say heading into next week's f

I will choose $Alphabet(GOOGL)$ for 2026 because it is one of my favourite companies. I believe in it 🚀🚀🚀

ISRG Q4 & FY Review: Shifting Gears at High Altitude — Platform Transition Meets Valuation Pressure $Intuitive Surgical(ISRG)$   released its Q4 2025 results after the bell on January 22nd (EST). Key Q4 Highlights ~Revenue Beat: Q4 2025 revenue hit $2.87 billion (+19% YoY), beating analyst expectations of $2.77 billion. Full-year revenue surpassed the $10 billion milestone. ~Earnings Beat: Q4 GAAP EPS came in at $2.21, exceeding the consensus estimate of $1.98. ~Procedure Growth: Global procedure volume grew approximately 18% vs. Q4 2024. ~Installations: 532 da Vinci systems were placed in the quarter (vs. 493 in Q4 2024). ~Installed Base: As of Dec 31, 2025, the da Vinci installed base grew to 11,106 u

UNH Q4 & FY Earnings Preview: Spotlight on MCR & 2026 Guidance — Can the Recovery Hold? While the S&P 500 marked its third consecutive year of gains in 2025, $UnitedHealth(UNH)$  —the heavyweight of the US healthcare sector—missed the rally. The company grappled with a perfect storm over the past year: the unexpected departure of its CEO, a federal investigation into Medicare billing practices, and earnings eroded by underestimated medical cost inflation and rising patient utilization. These headwinds crushed demand for the stock, driving a 33% decline by year-end. UnitedHealth is set to release its Q4 and full-year 2025 results pre-market on Jan 27. Consensus Estimates: ~Q4 Revenue: $113.73 billion (

Netflix Earnings Review: Margins Drop to 24.5% After $80B Deal—Is the Risk Now Priced In? $Netflix(NFLX)$   's fourth-quarter results exceeded market expectations across revenue, earnings and cash flow, underscoring the continued resilience of its core business. However, following a sharp run-up in the stock, investor focus quickly shifted after the earnings release to the company's proposed approximately $80 billion all-cash acquisition, and its potential implications for profitability, cash flow and capital structure. As a result, Netflix shares fell more than 4% in after-hours trading. Key Financial Highlights -In the fourth quarter, Netflix reported revenue of $12.05 billion, up 18% year over year. Oper

Mag 7 Earnings Are Here: A Reality Check After the Selloff Why Mag 7 suddenly looks fragile Big-cap tech has looked strangely mortal to start the year. Mag 7 has lagged smaller caps, and the latest geopolitical shockwaves have turned "quality growth" into "sell first, ask questions later." That sets up an unusually high-stakes earnings stretch, because positioning is lighter, expectations are clearer, and guidance language will matter as much as the quarter itself. Based on current consensus, $Tesla Motors(TSLA)$   , $Microsoft(MSFT)$   , and $Meta Platforms, Inc.(META)$ <

Netflix Q4 Preview: Guidance, Ads, and the Warner "Regulatory Put" $Netflix(NFLX)$   will report 2025 Q4 results and issue full-year 2026 guidance after the U.S. close on Tuesday. Since the Q3 earnings release, Netflix shares are down -27%, significantly underperforming the S&P 500, which is up +3%. A major overhang has been uncertainty around a potential Warner acquisition.  Investors' core concern is whether the deal could shift Netflix from a "high FCF + low leverage + buyback machine" into a new profile defined by “content-asset integration + higher leverage + regulatory uncertainty." Even with solid fundamentals, a pending M&A outcome alone can widen the valuation discount and increase vol

Tech Giant in One Chart: Who Are the Key Suppliers of TSMC? $Taiwan Semiconductor Manufacturing(TSM)$   , the leader in semiconductor foundry, recently revealed plans to increase capital expenditure during its earnings call. This will broadly benefit the previously overlooked semiconductor equipment industry. Additionally, some material companies will benefit from the capacity shortage in the chip manufacturing supply chain. Based on TSMC's capital expenditure allocation, the relevant equipment companies are ranked as follows: Detailed Semiconductor Manufacturing Process and Related Companies Photolithography: Drawing Circuit Diagrams on Wafers Photolithography is the most complex and expensive step in chip

Cathie Wood Bets on Chinese Self-Driving Stocks, Trims SaaS and Defense Holdings Amid Trump's proposal to impose new tariffs on eight European countries over the Greenland issue, risk-off sentiment intensified across global markets, driving gold and precious metals higher while U.S. stock futures declined. Looking back at Cathie Wood's trades last Friday, she not only bought into TSMC and AMD, but the more significant signal was her full-scale bet on autonomous driving, particularly her strong conviction in Chinese autonomous driving companies. Betting on Chinese autonomous driving startups: $WeRide Inc.(WRD)$  : ARK Investment buys 152.0K shares of WeRide last Friday, this purchase follows a consistent pattern o

Intel Earnings: Can the "Chip Shortage" Narrative and 18A Progress Sustain the Rally? Chip giant $Intel(INTC)$   reports Q4 earnings after Thursday's close. Street eyes management's outlook update amid 18A product debut and server CPU shortage speculation. Three Things to Watch How will management address the recent "Server CPU Shortage" narrative? The market has begun to focus on the explosion in demand for CPUs driven by the AI inference era, potentially leading to "memory-cycle style" shortages for server CPUs. Last week, this narrative gained significant traction on Wall Street. Major investment bank KeyBanc released a report predicting that server CPU capacity for both 

My 3 lucky words for 2026 are connection, creation, and money. I guess it is linked because of your creation and connection, you can make or earn money from there. [Miser]

S-REITs definitely will be the stars of 2026. I personally will be focus on data centre such as $Keppel DC Reit(AJBU.SI)$ and $Mapletree Ind Tr(ME8U.SI)$